What public Form 5500 filings show about the Shorewest Realtors, Inc. 401(k) plan — and how to find and check your own account.
Shorewest Realtors, Inc. (EIN 39-0804706) reports SHOREWEST REALTORS, INC. 401(K) SAVINGS PLAN on its most recent Form 5500, with $39.7M in plan assets across 165 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Shorewest Realtors, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Shorewest Realtors, Inc. 401(k).
